Filed October 25, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,720 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,263 | $50,666-26.5% | $76,817-51.5% | $65,185-42.8% |
| Participation rate | 82.2% | 68.8%+13.4pp | 72.1%+10.2pp | 70.2%+12.0pp |
| Annual return | 18.98% | 28.51%-9.5pp | 1166.11%-1147.1pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,328 | $1,575-15.7% | $2,302-42.3% | $2,177-39.0% |
| Participant deferral / active EE | $1,551 | $2,647-41.4% | $3,336-53.5% | $3,514-55.9% |
| Admin fee / account holder | $12 | $463-97.5% | $6,420-99.8% | $847-98.6% |